Set Up Users

Set up your clinicians for DigiCert identity proofing and EPCS authentication. If all of your clinicians will be identity proofed within your organization with Enrollment Supervisors, you can skip this section. See Institutional Identity Proofing.

Create User Policies

Before enrolling users, create a user policy that is assigned only to providers who must complete Individual identity proofing:

  1. In the Imprivata Admin Console, go to Users > User policies. Click Add to create a new policy or select an existing policy to copy and rename. For example, you can create a user policy called IndividualEPCS and then assign it to each user who must complete Individual identity proofing.
  2. Go to Users > Users to search for and select users to include in your Individual EPCS policy. See Managing User Accounts for complete details.
  3. Optional — Create user policies necessary for other workflows, for example: Institutional EPCS, Non-EPCS, medical device users, and remote access users, depending on your licensed features.

Set Up EPCS Workflow

You need to associate a user policy (or policies) with the EPCS workflow. After a user policy is associated with a signing workflow, all users in that user policy are allowed to perform that Confirm ID workflow with the specified authentication methods. (Your EMR software won't prompt a user for two-factor authentication with Imprivata Confirm ID until your EMR administrator enables logical access control for that user.)

For complete details, see Configuring the Workflow Policy.

Select Authentication Methods

By default, Fingerprint + Imprivata ID are selected for the EPCS workflow. If you want to change this selection:

  1. In the Imprivata Admin Console, go to the Users > Workflow policy. The Confirm ID workflow policy page opens.

  2. Edit the authentication options for EPCS. EPCS Allowed authentication methods:

    • Fingerprint + network password
    • Fingerprint + Imprivata ID
    • Fingerprint + OTP token
    • Network password + Imprivata ID
    • OTP token + network password

  3. Click Save.

Select Individual and/or Institutional

If identity proofing for any of your providers will be performed by DigiCert, then configure your enterprise as follows:

  1. In the Imprivata Admin Console, go to the Users > Workflow policy. The Confirm ID workflow policy page opens.
  2. Associate your Individual EPCS user policies with DigiCert individual identity proofing.
  3. Click Save.